Invesco KBW Bank ETF
KBWB
49 hedge funds and large institutions have $317M invested in Invesco KBW Bank ETF in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 5 reducing their positions, and 2 closing their positions.
460% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 5
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
20% more funds holding
Funds holding: 41 → 49 (+8)
7% more capital invested
Capital invested by funds: $296M → $317M (+$21.8M)
5.73% less ownership
Funds ownership: 75.49% → 69.76% (-5.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$7.57M |
| 2 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
+$6.89M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$5.41M |
| 4 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
+$4.2M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$3.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$489K |
| 2 |
DBT
Dubuque Bank & Trust
Dubuque,
Iowa
|
-$275K |
| 3 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
-$90.6K |
| 4 |
Koshinski Asset Management
Decatur,
Illinois
|
-$49.8K |
| 5 |
PAI
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
-$28K |
KBWB Hedge Fund Activity: Q3 2015 in Review
49 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Invesco KBW Bank ETF (KBWB) for Q3 2015, worth a combined $317M — up 7.4% from $296M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new KBWB positions and 2 closed out — a net gain of 8 holders — while 28 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $7.57M. The largest seller was Hilltop Holdings, exiting entirely with an estimated $489K sold.
- 49 institutional investors held Invesco KBW Bank ETF (KBWB) as of Q3 2015, up from 41 in Q2 2015.
- Funds reported $317M of Invesco KBW Bank ETF stock for Q3 2015, up 7.4% quarter-over-quarter.
- 10 funds opened new Invesco KBW Bank ETF positions in Q3 2015 and 2 closed out, a net change of +8 holders.
- The largest Invesco KBW Bank ETF buyer in Q3 2015 was Morgan Stanley, an estimated $7.57M added.
- The largest Invesco KBW Bank ETF seller in Q3 2015 was Hilltop Holdings, an estimated $489K sold.
Based on aggregated 13F filings for Q3 2015.